Replace a 90-minute weekly manual report with a dashboard that updates itself every morning.
~2 hrs
Saved / wk
Medium
Setup
No AI
AI
This workflow pulls open invoices from QuickBooks Online each morning and writes them into a Google Sheet that highlights anything unpaid past 30 days. Your team gets a real-time reconciliation dashboard without any manual exports.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect QuickBooks Online to Make and set a daily 7 AM trigger.
Step 2: Pull all open invoices with a due date more than 30 days ago.
Step 3: Map each invoice — customer, amount, due date, and days overdue — to a row in Google Sheets.
Step 4: Add a conditional formatting rule in Google Sheets to highlight rows over 60 days red.
Step 5: Share the sheet link with your finance team so everyone sees the same live data.
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See PlansGoogle Sheets is a great fit for any small business that needs to track data, build reports, or collaborate on numbers without paying for extra software. You get a full-featured spreadsheet in your browser, on your phone, or on your tablet — no installation needed. Your whole team can work in the same file at the same time, and every change is saved automatically with a full version history. It connects with tools you likely already use, like Salesforce, Asana, and QuickBooks, and it opens and edits Excel files without a hitch.
Most widely used US small business accounting. Invoicing, expense tracking, payroll, tax prep, and financial reporting. Intuit Assist AI automates invoices, reminders, and cash flow insights. 750+ integrations. Solopreneur: $20/month. Simple Start: $38/month. Plus: $105/month. No free tier.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
